Financial Planning & Analysis Manager

At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are operating safely and reliably. What sets us apart is our expertise, experience and commitment.

Each day we dedicate ourselves to treating each other, our customers and our community with care and respect.

Overview

As a Financial Planning & Analysis Manager, you will play a crucial role in driving financial performance and strategic decision-making within the organization. This position requires a highly analytical and strategic individual with a deep understanding of financial planning, budgeting, forecasting, and overall corporate financial management. The FP&A Manager will work closely with executive leadership, department heads, and other stakeholders to provide insightful analysis, support strategic initiatives, and contribute to the overall financial success of the company.

Key Responsibilities

Primary duties may include, but are not limited to:

• Develop and manage the annual budgeting process, ensuring alignment with the company's strategic objectives.
• Provide leadership and direction for all financial analysis functions, ensuring accuracy, efficiency, and strategic alignment.
• Analyze variances between actual financial results and forecasts, providing recommendations for improvement.
• Prepare and present timely, accurate financial reports to senior management, highlighting critical insights and variances.
• Prepare and present comprehensive financial reports and analyses for management and board presentations, offering strategic recommendations based on findings.
• Conduct comprehensive financial analysis to identify key performance indicators (KPIs), trends, and opportunities, and provide strategic recommendations for improvement.
• Collaborate closely with cross-functional teams to provide financial insights and support decision-making related to business strategies by quickly providing insightful data-driven solutions.
• Establish effective partnerships with business units and departments, aligning financial strategies with operational goals to achieve desired results.
• Develop financial models and scenario analyses to project the impact of proposed M&A transactions on the company's overall financial position.
• Identify opportunities for cost synergies and operational improvements post-acquisition.
• Lead and mentor a team of financial analysts, fostering their professional development and maintaining a high-performance culture.
• Conduct in-depth analysis of financial and operational data to identify trends, opportunities, and risks, facilitating proactive decision-making.
• Provide insightful analysis of financial and operational data to support strategic initiatives and business decisions throughout the organization.
• Set team goals and monitor performance, ensuring alignment with organizational objectives.
• Deliver precise and timely quarterly financial forecasts to executives and investors, offering insights that drive informed decisions.

Experience

• Bachelor's degree in accounting, finance or a related field is required.
• CPA preferred
• 5-7 years of relevant experience in finance, management consulting, corporate strategy, or a similar environment with expertise in FP&A and project management.
• 5+ years of financial analysis in corporate environment with high degree of complexity
• 3+ years supervisory/management experience
• Proven experience working with various business leaders to drive results

Knowledge, Skills, and Abilities

• Understanding of all financial analysis functions, ensuring accuracy, efficiency, and strategic alignment.
• Experience financial modeling skills and the ability to translate complex data into actionable insights.
• Demonstrate exceptional communication skills, with a proven track record of effectively conveying complex financial concepts to diverse stakeholders.
• Proven ability to liaise across functions to arrive in a timely manner at best solutions for the business
• Display strong interpersonal skills and the capacity to collaborate effectively across all levels of the organization.
• Excellent written and oral communication skills.
• Display a proactive and solution-oriented approach to problem-solving, with a keen focus on driving business results.
• Proven ability to provide solutions to complex problems in a global environment
• Proven experience in financial planning and analysis, preferably in a corporate setting.
• Proficiency in financial modeling, budgeting, and forecasting tools.